Anna Kelly

Anna serves as a Private Advisor and Vice President, where she provides high-net-worth individuals and families with bespoke financial advice and wealth management services along with her teammates. Her approach is deeply personalized, ensuring that each client’s financial plan aligns with their unique goals and aspirations.

With a Bachelor’s degree in business and an MBA with a finance concentration from Pepperdine University, Anna’s academic credentials are complemented by her Certified Financial Planner (CFP®) designation, underscoring her commitment to the highest standards of financial planning and advice. Anna began her career in 2011 at Merrill Lynch, where she honed her analytical skills and developed a keen eye for detail, which she now applies to her role at the Rockefeller Global Family Office. Her experience and educational background equips her with the knowledge and skills necessary to navigate the complexities of the financial world.

Beyond her professional life, Anna is committed to giving back to the community through volunteer work with the Junior League of Dallas where she currently serves on the Finance Committee. Anna lives in the Lakewood area of Dallas with her husband, Matt. She enjoys walking around White Rock Lake with her Great Dane, attending Pilates classes, and watching the Dallas Mavericks.